124 episodes

Ready For Retirement is the podcast dedicating to helping you learn the tips and strategies that will help you achieve your retirement goals. Check Out More Resources Below! Website YouTube Instagram Podcast Facebook More Videos We Think You'll Like! How Would You Feel If You Knew You Could Retire Today? What Makes Our Approach Different?

Ready For Retirement James Conole, CFP®

    • Business
    • 4.8 • 4 Ratings

Ready For Retirement is the podcast dedicating to helping you learn the tips and strategies that will help you achieve your retirement goals. Check Out More Resources Below! Website YouTube Instagram Podcast Facebook More Videos We Think You'll Like! How Would You Feel If You Knew You Could Retire Today? What Makes Our Approach Different?

    What's the Best Way to Teach Kids About Money and Investing?

    What's the Best Way to Teach Kids About Money and Investing?

    In this episode of Ready for Retirement, James discusses the best way to teach kids about money and investing.
    Questions Answered: 
    How can you effectively teach kids about money and investing?What's the best strategy to have kids start to understand about money?Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    • 25 min
    What Return Should You Expect for a 60/40 Portfolio Going Forward?

    What Return Should You Expect for a 60/40 Portfolio Going Forward?

    In this episode of Ready for Retirement, James discusses what return you should expect from a 60/40 portfolio going forward.
    Questions Answered: 
    Is the 60/40 portfolio the best portfolio in retirement?What's the best strategy to utilize when it comes to determining the best allocation for my retirement goals?How does this impact your overall retirement strategy?Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!
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    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

    Have a question you want answered on a future episode? Submit it here

    • 18 min
    How do State Taxes Impact Roth v. Traditional Considerations?

    How do State Taxes Impact Roth v. Traditional Considerations?

    In this episode of Ready for Retirement, James discusses how state taxes impact Roth v. Traditional Contributions.
    Questions Answered: 
    How should you determine what tax strategy is best based on your state?What's the best strategy to utilize when it comes to determining when to prioritize Roth contributions?How does this impact your overall retirement strategy?Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!
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    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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    • 14 min
    How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free

    How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free

    In this episode of Ready for Retirement, James discusses Rule 72t distributions to access retirement funds early and penalty-free.
    Questions Answered: 
    How can you withdraw funds from retirement accounts early?What's the best strategy to execute the Rule 72t distributions?How does utilizing the Rule 72t impact the overall financial strategy?Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!
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    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

    Have a question you want answered on a future episode? Submit it here

    • 23 min
    How to Use Individual Stocks for Better Tax-Planning

    How to Use Individual Stocks for Better Tax-Planning

    In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.
    Questions Answered: 
    How can you use individual stocks for strategic tax planning?What's the best strategy to utilize with individual stocks?How does this impact your retirement strategy?Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!
    FacebookLinkedInWebsiteENJOY THE SHOW?
    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

    Have a question you want answered on a future episode? Submit it here

    • 24 min
    How to Most Effectively Pull Funds Out of Your College Savings Account

    How to Most Effectively Pull Funds Out of Your College Savings Account

    In this episode of Ready for Retirement, James discusses how to most effectively pull funds out of your college savings account.
    Questions Answered: 
    What are the tax implications of pulling from college savings accounts?What are the best ways to utilize this account for your retirement goals?What strategies exist when it comes to funding college?Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!
    FacebookLinkedInWebsiteENJOY THE SHOW?
    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

    Have a question you want answered on a future episode? Submit it here

    • 23 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

ZumbaMama7 ,

Great job!

Getting into the back issues and these have been so helpful - doesn’t all relate to a Canadian context where I am at but some great sober second thoughts! Thanks James!

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